Context
Personal household contextNo organization selected
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Role OWNERTour mode
Context
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Overview
For people reviewing monthly household finances. Start with the facts, then review what needs attention in transactions.
Net worth
$609,400
Assets $633,320 and liabilities $23,920
Cash flow this month
$5,561
Income $9,200 and spend $3,639
Needs category
1
Transactions are waiting for category
Automation coverage
36%
4 active and 0 disabled
Monthly trend from account balance snapshots.
Neutral prompts based on transaction patterns.
Apex Electronics needs category
Jan 24 | -$1,840.00
Neighborhood Market recurring changed
Typical $611 now $266
Whole Foods Market recurring changed
Typical $598 now $407
Riverside Property likely recurring service
Typical charge near $2,400.00
City Electric likely recurring service
Typical charge near $192.00
Whole Foods Market likely recurring service
Typical charge near $145.08
Neighborhood Market likely recurring service
Typical charge near $135.87
Apex Electronics has unusual change
Jan 24 | -$1,840.00
Keep this list as a guide during investor walkthrough.